BTO:NYE-John Hancock Financial Opportunities Fund (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 34.80

Change

-0.43 (-1.22)%

Market Cap

USD 0.66B

Volume

0.03M

Average Target Price

N/A
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sector. The fund invests in companies across all market capitalizations. It benchmarks the performance of its portfolio against the S&P Composite 1500 Banks Index. The fund was formerly known as John Hancock Bank and Thrift Opportunity Fund. John Hancock Financial Opportunities Fund was formed on August 23, 1994 and is domiciled in the United States.

Market Stats

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-12-11 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BLK BlackRock, Inc

-0.12 (-0.02%)

USD76.74B 19.08 13.60
BAM Brookfield Asset Management In..

+0.24 (+0.41%)

USD58.25B 15.57 14.95
BK The Bank of New York Mellon Co..

+0.04 (+0.08%)

USD45.96B 12.98 39.89
BK-PC The Bank of New York Mellon Co..

+0.03 (+0.12%)

USD41.67B 6.72 0.00
STT State Street Corporation

+0.36 (+0.46%)

USD28.30B 15.35 15.10
KKR KKR & Co. Inc

+0.01 (+0.03%)

USD24.82B 15.16 -21.03
STT-PG State Street Corporation

+0.17 (+0.62%)

USD21.53B 5.52 0.00
STT-PD State Street Corporation

+0.12 (+0.44%)

USD21.12B 5.44 0.00
AMP Ameriprise Financial, Inc

-0.70 (-0.42%)

USD20.93B 11.66 5.27
STT-PC State Street Corporation

-0.02 (-0.06%)

USD20.43B 5.01 0.00

ETFs Containing BTO

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.60% 86% B 72% C-
Dividend Return 7.88% 73% C 91% A-
Total Return 32.47% 87% B+ 80% B-
Trailing 12 Months  
Capital Gain 7.44% 36% F 45% F
Dividend Return 8.49% 73% C 92% A-
Total Return 15.93% 50% F 59% F
Trailing 5 Years  
Capital Gain 53.10% 98% A+ 80% B-
Dividend Return 35.87% 65% D 90% A-
Total Return 88.97% 99% A+ 86% B
Average Annual (5 Year Horizon)  
Capital Gain 8.53% 98% A+ 75% C
Dividend Return 5.16% 32% F 82% B-
Total Return 13.68% 96% A 82% B-
Risk Return Profile  
Volatility (Standard Deviation) 21.37% 12% F 34% F
Risk Adjusted Return 64.04% 62% D- 69% D+
Market Capitalization 0.66B 75% C 52% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.10 66% D 70% C-
Price/Book Ratio 1.06 41% F 66% D
Price / Cash Flow Ratio 32.90 12% F 8% F
EV/EBITDA -1,497.49 88% B+ 99% A+
Management Effectiveness  
Return on Equity -7.99% 7% F 16% F
Return on Invested Capital 3.75% 38% F 33% F
Return on Assets 0.97% 20% F 24% F
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Short Ratio 0.44 51% F 84% B
Short Percent 170.00% 2% F 13% F
Beta 1.51 6% F 17% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.